Educational Events

At Storen Financial, we find it important to keep you updated and informed. We host a series of educational seminars and events that share valuable information and interesting topics for our clients and the community.

EVENT DETAILS

Join us at one of these upcoming events

Our goal is to provide educational opportunities and resources to our clients and surrounding community members in order to help you along your financial journey. Check back frequently as we’re always adding new events!

Event Calendar

View all of our events we have planned for the year on our event calendar. Click here for details.

Event: Family Binder Workshop – October 14 & 16

Are you prepared for an emergency or death? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal...

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Event: The Basics of Social Security – 9/18

Learn More: Aim to Maximize Your Social Security Benefits Join us for this complimentary event on September 18th, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will educate on the basics of Social Security. This transition can introduce...

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How can we help?

At Storen Financial, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. Looking for more info? Click below to learn more.

LEARN MORE

Read the latest news and resources on our blog

August 2025 Newsletter

Have you read our August Newsletter? Our monthly newsletters are packed with educational resources for financial planning and retirement, business services, and tax preparation and planning. Stay up-to-date on hot topics and new regulations as well as upcoming Storen...

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Event: Family Binder Workshop – October 14 & 16

Are you prepared for an emergency or death? In the case of an emergency or unexpected death, are you prepared for your loved ones to deal with your affairs without having to rummage through desk drawers to locate information? No family member should be forced to deal...

read more

Team Attends 2025 Ed Slott Training Workshop

Ed Slott’s Exclusive 2-Day IRA Workshop For Financial Professionals Recently, several of our team members attended Ed Slott and Company's Exclusive 2-Day IRA Workshop for Financial Advisors in Chicago. Not only did many of our advisory team members make the trip, but...

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Contact us with any questions!